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Overview:

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  • Lists of valid manufacturers, models and capacities.
  • Class specific attributes you want to track about equipment in that class.
  • Meter types associated with the class.
  • Standard tasking estimates and material lists for use in quoting.
  • Task based question sets that can be used for inspections or preventive maintenance checklists.
  • Standard component structures, similar to a bill of materials, for variations of the class.
  • Regulatory agencies that govern the class of equipment.
  • Rules regarding what information is required when setting up equipment with that class on the server and mobile devices.

Benefits:

  • Useful for defining the various classifications of customer equipment that you maintain 
  • Ability to track certain specific information within each class

Roles:

  • Service Management Setup Manager

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